Education
Best Practice | 2 Feb 17
Financial Adviser School achieves LIBF recognition
The Financial Adviser School (FAS), the UK-based training academy owned by Old Mutual Wealth’s (OMW) Intrinsic network, has secured recognition from The London Institute of Banking and Finance.
South African IFA firm kicks off adviser internship programme
Cape Town-headquartered IFA firm Carrick Wealth has launched an internship programme for university graduates as part of the Carrick Development Academy (CDA) Graduate Programme.
Best Practice | 1 Dec 16
UK launches financial adviser apprenticeship scheme
The British government has approved a new specialist financial adviser apprenticeship standard and will offer employers up to £9,600 ($11,979, €11,270) in financial help toward the training of a competent adviser.
Best Practice | 22 Nov 16
Old Mutual Wealth and CII launch adviser academy
Old Mutual Wealth has partnered with the Chartered Insurance Institute (CII) to launch an Investment Academy, designed to help advisers meet new CII criteria.
Best Practice | 22 Sep 16
Europe remains the ‘wild west’ for adviser qualifications
Clients receiving poor advice from inadequately qualified financial advisers has made some parts of Europe like working in the ‘wild west’, according to Andrea Speed, head of Spanish IFA firm Speed Financial Solutions.